See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,171 | $109,413+165.2% | $156,263+85.7% | $84,808+242.2% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 18.60% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $13,886 | $2,907+377.7% | $4,333+220.5% | $2,631+427.8% |
| Participant deferral / active EE | $5,529 | $4,590+20.5% | $6,158-10.2% | $4,212+31.3% |
| Admin fee / account holder | $4,214 | $9,357-55.0% | $14,255-70.4% | $7,344-42.6% |